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Portfolio (Quarterly) Guide ↗

NORTHERN TRUST CORP

· CIK 0000073124
13F Portfolio $756.6B AUM 19,864 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 131 New 2568 Added 1041 Reduced 184 Exited
Page 53 of 129  ·  2,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CCS CENTURY COMMUNITIES INC Consumer Cyclical 294,600.0 $16.9M 0.00% +7K +2.5% $57.38 -8.6%
1042 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 2,566,445.0 $16.9M 0.00% +735K +40.1% $6.58 +47.1%
1043 HCI HCI GROUP INC Financial Services 109,027.0 $16.9M 0.00% +2K +1.7% $154.61 +2.5%
1044 SYBT STOCK YDS BANCORP INC Financial Services 253,762.0 $16.8M 0.00% +4K +1.5% $66.29 +7.1%
1045 LGN LEGENCE CORP Industrials 297,154.0 $16.8M 0.00% +19K +7.0% $56.46 +45.1%
1046 VENTURE GLOBAL INC 1,064,101.0 $16.8M 0.00% +27K +2.6% $15.76
1047 SOC SABLE OFFSHORE CORP Energy 1,014,972.0 $16.8M 0.00% +295K +41.0% $16.52 -8.9%
1048 LUNR INTUITIVE MACHINES INC Industrials 902,980.0 $16.8M 0.00% +65K +7.8% $18.56 +84.5%
1049 NBHC NATIONAL BK HLDGS CORP Financial Services 427,393.0 $16.7M 0.00% +36K +9.1% $39.16 +7.0%
1050 IMVT IMMUNOVANT INC Healthcare 672,774.0 $16.7M 0.00% +107K +18.8% $24.84 +37.4%
1051 THOMSON REUTERS CORP 185,696.0 $16.7M 0.00% +6K +3.6% $89.98
1052 RLAY RELAY THERAPEUTICS INC Healthcare 1,675,387.0 $16.7M 0.00% +537K +47.1% $9.95 +30.9%
1053 HLX HELIX ENERGY SOLUTIONS GRP I Energy 1,685,097.0 $16.7M 0.00% +57K +3.5% $9.89 +1.5%
1054 OI O-I GLASS INC Consumer Cyclical 1,569,506.0 $16.5M 0.00% +9K +0.6% $10.51 -14.3%
1055 THE BALDWIN INSURANCE GRP IN 751,326.0 $16.5M 0.00% +163K +27.6% $21.94
1056 TCBK TRICO BANCSHARES Financial Services 346,280.0 $16.5M 0.00% +10K +2.9% $47.54 +6.4%
1057 XMTR XOMETRY INC Industrials 401,872.0 $16.4M 0.00% +11K +2.9% $40.84 +124.8%
1058 SMA SMARTSTOP SELF STORAG REIT I Real Estate 540,342.0 $16.4M 0.00% +227K +72.4% $30.28 +1.8%
1059 LIONSGATE STUDIOS CORP 1,704,087.0 $16.3M 0.00% +88K +5.5% $9.59
1060 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 503,753.0 $16.3M 0.00% +13K +2.6% $32.42 +6.6%
Page 53 of 129  ·  2,568 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Financial Services 13.2%
Healthcare 9.9%
Communication Services 9.6%
Consumer Cyclical 9.5%
Industrials 9.4%
Consumer Defensive 5.0%
Energy 4.2%
Real Estate 2.9%
Utilities 2.7%